AFA
Atlanta Financial Associates Portfolio holdings
AUM
$214M
1-Year Est. Return
32.72%
1 Year Est. Return
+32.72%
AUM
$214M
AUM Growth
+$19.4M
(+10%)
Holding
78
Top Buys
| 1 | +$1.48M | |
| 2 | +$400K | |
| 3 | +$310K | |
| 4 |
Tesla
TSLA
|
+$263K |
| 5 |
Southern Company
SO
|
+$257K |
Top Sells
| 1 | +$516K | |
| 2 | +$451K | |
| 3 | +$368K | |
| 4 |
W.P. Carey
WPC
|
+$349K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$280K |
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Healthcare | 1.36% |
| 4 | Communication Services | 1.17% |
| 5 | Consumer Staples | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45B
| $203K | 0.09% |
+3,671
|
|
||
77
iShares S&P 500 Growth ETF
IVW
$66.3B
| $201K | 0.09% |
+3,144
|
|
||
78
GE Aerospace
GE
$318B
| $173K | 0.08% |
3,211
|
|